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Vani Commercials Ltd (VANICOM) Fair Value & Analysis

Financial Services · IN · Market cap ₹260M

VC Vani Commercials Ltd VANICOM · BSE
Price₹7.92
Fair Value₹2.53
Upside-68.1%
Quality42/100
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Risks

!Trades 68% ABOVE our fair value of ₹2.53
!Mixed Growth
!Thin margins · 8.2% net margin
!High debt · generates free cash flow
Mixed Growth
Thin margins · 8.2% net margin
High debt · generates free cash flow
Trails peers (2/12)
Narrow moat 28/100
Evidence: High Range ₹2.53 – ₹2.53 Share as image

Fair value as of: Aug 13, 2026

From 9 valuation models · updated 7 days ago

Fair value updated Aug 13, 2026, revised from ₹2.85 to ₹2.53 (−11.2%) since Jul 6, 2026. Share price −12.0% over the past month.

Below-average quality, and screening another 68% overvalued on our models.

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What matters now

  • The price sits above even our optimistic bull case (₹2.53). The favourable scenario is already priced in.
  • Weak quality (42/100) and above fair value at the same time, the margin of safety is missing on both counts.
  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
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Price vs Fair Value (5 years)

₹19.00 ₹1.65 Fair Value ₹2.53 Dec 2019 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.

How to read this chart

60‑month range ₹1.65 – ₹19.00 · the ₹7.92 price screens above the ₹2.53 fair value. Dashed = 300-day average. As of Aug 13, 2026.

Full chart & analysis →

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Analysis

Vani Commercials Ltd (VANICOM) currently trades at ₹7.92, while our model-based Fair Value estimate is ₹2.53, implying the stock looks roughly 68.1% overvalued today. The Quality Score stands at 42/100 (below-average quality), in the Financial Services sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, Vani Commercials Ltd generated revenue of ₹44.1M at a net margin of 8.2%. Revenue grew 158.3% year over year. It earns a return on equity of 1.5%. Net debt stands at ₹305M. Fundamentals as of Aug 13, 2026

The share trades about 43% below its 52-week high and 18% above its 52-week low, currently below its 200-day average. For context, the median of 10 Financial Services peers we cover trades at -45% fair-value upside, at -68%, VANICOM screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF ₹31.13 ₹56.63 ₹96.47 80
P/E Multiple ₹0.8600 ₹1.15 ₹1.44 63
Residual Income ₹2.94 ₹2.67 ₹1.80 61
All 9 models by family
DCF Models
5Y P/E Exit ₹5.92 ₹12.40 ₹18.96 38
10Y P/E Exit ₹16.31 ₹28.87 ₹44.65 35
Earnings-Based
Graham-Dodd ₹0.6000 ₹4.19 ₹5.88 54
Lynch FV ₹2.17 ₹3.09 ₹4.02 50
Multiples
P/E Multiple ₹0.8600 ₹1.15 ₹1.44 63
P/B Multiple ₹1.13 ₹1.50 ₹1.88 55
Asset-Based
NCAV (Graham) ₹2.34 ₹3.14 ₹4.68 50
Growth DCF
Growth DCF ₹31.13 ₹56.63 ₹96.47 80
Economic Profit
Residual Income ₹2.94 ₹2.67 ₹1.80 61

Widest divergence: Growth DCF (₹56.63) versus Multiples (₹1.15). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) ₹44.1M
Revenue growth (YoY) +158%
Net margin 8.2%
Return on equity 1.5%
Free cash flow ₹110M FY2025
P/E ratio 16.2
More key figures
Operating margin 8.1%
EPS (TTM) ₹0.4900
EPS growth (YoY) +46.2%
Net debt ₹305M FY2025

Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 42/100

Of which business quality 46 · Market factors (momentum, volatility) 30

Profitability 18
Margins and returns on capital today
Quality Growth 50
Are margins and returns improving?
Cashflow 100
Earnings quality: real cash, not paper profit
Fin. Strength 34
Balance sheet, leverage, solvency risk
Investment 24
Disciplined investing over empire-building
Low Volatility 50
Calm price path (market factor)
Momentum 28
Price trend over the last 3–12 months (market factor)
52W Momentum 10
Distance to the 52-week high (market factor)
Net Issuance 40
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Vani Commercials Limited, a non-banking finance company, provides lending services to retail and commercial customers, and micro, small, and medium enterprises in India.

Full company description

Vani Commercials Limited, a non-banking finance company, provides lending services to retail and commercial customers, and micro, small, and medium enterprises in India. The company offers loans for the purchase of equipment and machinery, working capital loans, loans for business or capacity expansion, term loans against property, and loans for purchase of commercial property, as well as lease rental discounting services. It also provides financial services comprising personal, unsecured, and home loans; corporate deposits; and management and financial consultant, and retail IPO funding services. Vani Commercials Limited was founded in 1988 and is based in New Delhi, India.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Vani Commercials Ltd reported revenue of ₹33.8M in FY2025 versus ₹6.7M in FY2021, a compound +50.0%/yr. Reported net income was ₹2.6M in FY2025, compounding +71.6%/yr from FY2021.

Growth Quality 82/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
₹33.8M
Latest YoY
+7.6%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+47.3%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+44.1%
Avg. growth/yr (12Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+28.2%
Revenue +50.0%/yr
FY21 ₹6.7M
FY22 ₹10.6M
FY23 ₹18.8M
FY24 ₹31.4M
FY25 ₹33.8M
Net income +71.6%/yr
FY21 ₹300K
FY22 ₹463K
FY23 −₹3.0M
FY24 ₹2.4M
FY25 ₹2.6M

VANICOM screens 68% overvalued. Compare with Visa Inc →

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Cite: Fair Value Calculator (2026). "Vani Commercials Ltd Fair Value". https://www.fairvalue-calculator.com/stock/VANICOM

Peer Group

Credit Services · 336 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 42 · Below median
Fair Value upside −68% · Bottom 25%
Return on equity (TTM) 1% · Below median
Return on assets 1% · Below median
Net margin (TTM) 8% · Below median
Operating margin (TTM) 8% · Bottom 25%
Revenue growth 158% · Top 25%
Debt / equity 2.22× · Higher than median

Valuation Multiples vs Credit Services median · lower = cheaper

P/E (TTM) 16.2× · Pricier than median
P/B 1.89× · Pricier than median
P/S (TTM) 5.90× · Pricier than 75% of peers
P/FCF 0.0× · Cheaper than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE0 · sector 33
FUTURE100 · sector 41
PAST6 · sector 32
HEALTH0 · sector 59
DIVIDEND0 · sector 51

VALUE 0: the price sits above our fair-value range.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

Similar stocks

10 more Credit Services stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

Stock Price Fair Value vs Fair Value
Visa Inc V $359.42 $198.27 -45%
Mastercard Incorporated MA $573.72 $221.87 -61%
Bajaj Finance Limited BAJFINANCE ₹1,093 ₹397.70 -64%
Shriram Finance Limited SHRIRAMFIN ₹1,117 ₹553.83 -50%
Cholamandalam Investment and Finance Company CHOLAFIN ₹1,866 ₹796.47 -57%
Tata Capital Limited TATACAP ₹367.05 ₹149.40 -59%
Power Finance Corporation PFC ₹376.50 ₹615.85 +64%
Muthoot Finance Limited MUTHOOTFIN ₹2,876 ₹3,429 +19%
Indian Railway Finance Corporation IRFC ₹88.35 ₹69.72 -21%
REC Limited RECLTD ₹346.00 ₹692.00 +100%

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Frequently asked questions

Is Vani Commercials Ltd (VANICOM) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of ₹2.53 versus a price of ₹7.92, about −68% (overvalued).
What is the fair value of VANICOM?
Our model-based fair value for Vani Commercials Ltd is ₹2.53 (as of Aug 13, 2026), built from audited fundamentals. The current price: ₹7.92.
What is the quality score of VANICOM?
Vani Commercials Ltd has a Quality Score of 42/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Vani Commercials Ltd (VANICOM)?
Vani Commercials Ltd reported trailing-twelve-month revenue of about ₹44.1M (latest available figure, as of Aug 13, 2026).
What is the net profit margin of VANICOM?
The net profit margin of Vani Commercials Ltd is about 8.2%, meaning it keeps roughly 8.2% of revenue as net income. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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